See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $72,846 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $509 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,751 | $95,274+49.8% | $135,903+5.0% | $74,419+91.8% |
| Participation rate | 75.1% | 78.2%-3.1pp | 81.9%-6.8pp | 70.7%+4.3pp |
| Annual return | 21.63% | 32.77%-11.1pp | 68.23%-46.6pp | 34.38%-12.7pp |
| Employer contribution / active EE | $1,086 | $3,874-72.0% | $4,856-77.6% | $2,637-58.8% |
| Participant deferral / active EE | $12,915 | $7,782+66.0% | $7,758+66.5% | $4,528+185.2% |
| Admin fee / account holder | $85 | $266-68.2% | $10,762-99.2% | $348-75.7% |